Compass Planning Associates Inc Vanguard Transaction History
Compass Planning Associates Inc
- $98.9 Billion
- Q1 2025
A detailed history of Compass Planning Associates Inc transactions in Vanguard stock. As of the latest transaction made, Compass Planning Associates Inc holds 13,976 shares of VGSH stock, worth $821,509. This represents 0.83% of its overall portfolio holdings.
Number of Shares
13,976
Previous 10,785
29.59%
Holding current value
$821,509
Previous $627 Million
30.72%
% of portfolio
0.83%
Previous 0.64%
Shares
2 transactions
Others Institutions Holding VGSH
# of Institutions
1,003Shares Held
254MCall Options Held
5.1KPut Options Held
1.3K-
Jpmorgan Chase & CO New York, NY37.6MShares$2.21 Billion0.18% of portfolio
-
Morgan Stanley New York, NY21.9MShares$1.29 Billion0.09% of portfolio
-
Orgel Wealth Management, LLC7.54MShares$443 Million12.2% of portfolio
-
Bank Of America Corp Charlotte, NC7.13MShares$419 Million0.04% of portfolio
-
Northern Trust Corp Chicago, IL5.84MShares$343 Million0.05% of portfolio